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Regal Investment Advisors LLC: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Regal Investment Advisors LLC on AVGO, newest first. How the timeline and the estimate are built.

Regal Investment Advisors LLC held 17,336 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,336 shares
    Change vs previous 13F +2,374 shares

    0.34% of the 13F portfolio, value $6,548,606.

    13F-HR 0001559789-26-000004 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,962 shares
    Change vs previous 13F -84 shares

    0.27% of the 13F portfolio, value $4,630,741.

    13F-HR 0001559789-26-000003 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,046 shares
    Change vs previous 13F +1,536 shares

    0.31% of the 13F portfolio, value $5,207,454.

    13F-HR 0001559789-26-000002 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,510 shares
    Change vs previous 13F -179 shares

    0.29% of the 13F portfolio, value $4,457,080.

    13F-HR 0001559789-25-000007 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,689 shares
    Change vs previous 13F +1,814 shares

    0.28% of the 13F portfolio, value $3,773,295.

    13F-HR 0001559789-25-000003 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,875 shares
    Change vs previous 13F -753 shares

    0.16% of the 13F portfolio, value $1,988,186.

    13F-HR 0001559789-25-000002 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,628 shares
    Change vs previous 13F -2,224 shares

    0.22% of the 13F portfolio, value $2,927,787.

    13F-HR 0001559789-25-000001 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,852 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,561,959.

    13F-HR 0001559789-24-000005 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).